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JF

Jason E. Feldman

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CRD#: 2205792
JF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jason Eric Feldman was a registered financial professional .

Jason is a previously registered financial professional and started their career in finance in 1992. Jason had worked at 6 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 5, 1998 - October 30, 1998

MILLENNIUM SECURITIES CORP.

BD
CRD#: 31695
NEW YORK, NY
Past

July 9, 1997 - September 1, 1998

FIRST MONTAUK SECURITIES CORP.

BD
CRD#: 13755
RED BANK, NJ
Past

February 5, 1997 - June 10, 1997

WILLIAM SCOTT & CO. L.L.C.

BD
CRD#: 14979
UNION, NJ
Past

August 11, 1995 - January 27, 1997

STERLING FOSTER & COMPANY, INC.

BD
CRD#: 36052
UNIONDALE, NY
Past

May 9, 1995 - July 20, 1995

FAIRCHILD FINANCIAL GROUP, INC.

BD
CRD#: 21404
NEW YORK, NY
Past

June 27, 1994 - May 11, 1995

STERLING FOSTER & COMPANY, INC.

BD
CRD#: 36052
UNIONDALE, NY
Past

April 3, 1992 - July 6, 1994

J. GREGORY & COMPANY, INC.

BD
CRD#: 14892

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/9/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


MS
MILLENNIUM SECURITIES CORP.
MILLENNIUM SECURITIES CORP.

CRD#: 31695 / SEC#: , 8-45519

BD
Terminated by SEC on 06/11/2001
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 01/05/1993
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
TRS HOLDINGS INC.CORPORATION
ROME, TODD MICHAELPRESIDENT/SHAREHOLDER2082803
SITOMER, RICHARD ALLENCEO SHAREHOLDER/FIN OP/CORP. SECRETARY1995999

Disclosures


Regulatory Event8
Arbitration2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MILLENNIUM SECURITIES CORP.

CRD#: 31695

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